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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.5+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $39,515 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $30,278 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,500 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 | Actuarial | $23,000 |
STUART GRABOIS1 year Service code 20 1501 BROADWAY · NEW YORK, NY 10036 | Direct payment from the plan; Trustee... | $19,500 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $18,681 |
TOCQUEVILLE ASSET MANAGEMENT2 years Service code 28 · EIN 13-3547557 | Investment Management | $8,839 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $8,535 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $326,582-100.0% | $319,634-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | -6.56% | 203.80%-210.4pp | 174.94%-181.5pp | 259.14%-265.7pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |